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PRECEDENT WEALTH PARTNERS, LLC: XMHQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PRECEDENT WEALTH PARTNERS, LLC on XMHQ, newest first. How the timeline and the estimate are built.

PRECEDENT WEALTH PARTNERS, LLC held 52,484 XMHQ shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,484 shares
    Change vs previous 13F -56,077 shares

    0.99% of the 13F portfolio, value $5,924,432.

    13F-HR 0002008666-26-000007 filed by PRECEDENT WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 108,561 shares
    Change vs previous 13F +13,283 shares

    2.25% of the 13F portfolio, value $11,222,010.

    13F-HR 0002008666-26-000003 filed by PRECEDENT WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 95,278 shares
    Change vs previous 13F +5,144 shares

    2.05% of the 13F portfolio, value $9,758,411.

    13F-HR 0002008666-26-000001 filed by PRECEDENT WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 90,134 shares
    Change vs previous 13F +11,392 shares

    2.08% of the 13F portfolio, value $9,460,483.

    13F-HR 0002008666-25-000007 filed by PRECEDENT WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 78,742 shares
    Change vs previous 13F +5,649 shares

    1.89% of the 13F portfolio, value $7,735,600.

    13F-HR 0002008666-25-000004 filed by PRECEDENT WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 73,093 shares
    Change vs previous 13F +29,129 shares

    1.86% of the 13F portfolio, value $6,690,214.

    13F-HR 0002008666-25-000002 filed by PRECEDENT WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 43,964 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $4,329,129.

    13F-HR 0002008666-25-000001 filed by PRECEDENT WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).